Summary: M.B.A.-educated with over ** years of extensive experience and
skill in developing key process improvements. Experienced in
team building and project leadership.
Employment Experience:
07/09 - 04/10 Financial Analyst, Electro-matic (contract)
Worked with Marketing Managers and other functional group leaders,
created and implemented pricing policies and processes,
maintained related files and databases (P21 software) and worked
directly with customers on special quotes and pricing related
matters.
04/06 - 05/09 CMMS Administrator, Chrysler
Provided expertise in the building and maintenance of the technical
interfaces that supported the Enterprise Asset Management
Application (Infor/Datastream) and related components including
mobile PDA's.
. Designed the Computer Management Maintenance System (CMMS) for
Chrysler to track assets, work orders, inventory, and parts
using Infor Software, and continuous improvement processes.
. Refined configurations based on business requirements and
ensured that documentation accurately reflected its current
state.
. Designed and developed custom Cognos reports using SQL queries.
. Coordinated and conducted end user training and new hire
training on the CMMS application.
. Managed the business relationship with Infor and served as the
primary liaison between the customer site and Infor.
. Coordinated the purchasing of all new software and hardware
related to Infor.
. Reviewed and approved invoices from Infor for support or
procurement of new licenses and applications.
. Maintained a high level of interpersonal skills in order to
interact and communicate with individuals at all levels of the
organization.
. Provided end user support remotely off shift.
10/03 - 03/06 Financial Advisor, American Express Financial Advisors
Helped Clients identify their distinct financial needs and objectives
with prudent financial planning. Recommend plans and products
that helped achieve those goals. Goals were as diverse as
helping with investments, major purchases, planning for
retirement and estate planning. Responsibilities required
initiative, the ability to market to locate clients, strong
interpersonal skills, effective communications, persuasive
ability, analytical ability, persistence and an entrepreneurial
perspective to build a practice.
. Successfully prospected to generate new accounts in excess of
$100,000.
. Designed, implemented, and maintained appropriate client
portfolio's using methodical approaches.
. Took initiative in coordinating educational retirement seminars
for both clients and prospective clients to generate new
business.
. Utilized proprietary and external software to help evaluate and
manage client assets.
. Strived to be each client's primary financial advisor by
building trust and being attentive to their individual needs.
. Effectively wrote and managed all documentation accordingly to
NASD compliancy.
09/01 - 09/03 System Administrator, Visionary Business Systems
Managed the successful implementations of applications for Ford, GM,
and Kmart. Responsible for full life cycle development which
started with a 3-5 day analysis workshop followed by team and
task assembly. Projects typically lasted 3-4 months with teams
of 2-5 consultants.
. Redesigned intranet systems to track products, categories,
inventory, employee information, sales, and receipts using
Active Server Pages (ASP), Internet Information Server (IIS),
ActiveX Data Objects (ADO), JavaScript, HTML, MS Access 2000
and SQL Server 7.
. Programmed VBA applications to perform data comparisons and to
move data between Microsoft Excel 2000 spreadsheets to
Microsoft Access 2000 database tables.
. Created web pages using Plumtree Gadgets for Kmart Portal site
that generated electronic paychecks, sales reports, and W-2
statements from PeopleSoft.
. Programmed Plumtree Web Crawlers to retrieve competitor
information, retail stock prices, and global personnel
information.
. Designed and normalize database schemas to support software
design.
11/00 - 08/01 Database Administrator, Benefit Outsourcing Solutions
Lead a team that designed and created software applications that
provided employees with easy access to benefit information via
the web. Provided technical support and training for clients.
. Designed and developed a benefits tracking program using
Internet Information Server (IIS), Active Server Pages (ASP),
Active X Data Objects (ADO), JavaScript, HTML, and Microsoft
Access 2000.
. Liaison with non-technical departments as well as with vendors
and national client base.
. Developed and implemented training programs to educate
employees on regulations governing qualified plans.
. Programmed MS Access modules for reporting purposes.
. Streamlined clients' inefficient bookkeeping systems and
automated them with Excel macros (Pabst Brewery).
. Prepared project plans and timelines for upper management along
with monthly milestone reports detailing accomplishments.
03/97 - 10/00 Reliability Engineer, Ace Tex Enterprises
Responsibilities included establishing quality management in
compliance with ISO 9002 and quality related activities
including quality control, quality assurance, customer complaint
handling and resolutions.
. Developed programs using Visual Basic that took production data
and produced process capabilities information like Cp, Cpk,
graphical plots, Histograms and Statistical Distribution
curves.
. Wrote Visual Basic programs that merged external disk files
into Access databases.
. Created MS Access database that entered and tracked data using
bar-code readers for production, inventory and re-order
quantities resulting in 60% process improvements.
. Lead coached for the ISO 9002 audits which resulted in ISO
certification.
. Devised statistical sampling techniques for product quality
standards.
. Drafted capacity planning constraints against the goals of the
customers, supplies and costs.
. Responsible for capital budgeting thus reduced electrical usage
by 15%, employee overtime by 70%, and kept vendor costs at 32%.
11/95 - 02/97 Administrator, New York Carpet World
Created technical manuals and conducted training on operational
improvements, business opportunities, cost controls, and staff
selection.
. Developed using Minitab sales based data that equipped analysts
with the ability to view and report on market areas such as
seasonal buying and other sale formula dimensions.
. Provided direction on operational strategies for client focused
research teams.
. Researched, developed and implemented training materials.
. Educated employees about the technical and professional aspects
of their position.
06/94 - 10/95 Reliability Engineer, BO'B Inc.
Provided strategic cost reduction techniques and organizational
performance metrics for plastic recycling company.
. Achieved a 20% cost savings ($5,000 a month) in supplies
through negotiations with suppliers.
. Identified hazards through risk assessments, safety engineered
designs, standards and code reviews under OSHA compliance and
maintained 100% safety record.
. Reengineered conveyor equipment for more efficient production.
. Initiated a plastic recovery system, effectively reducing the
cost of waste by 90%.
. Created the company's employee manual that described human
resource policies, procedures, and benefits.
. Designed and developed a performance appraisal system
emphasizing individual contributions and which took into
account a direct linkage to the job evaluation system,
resulting in clarification of performance expectations.
Education:
MBA in Management, University of Toledo, 1994
BSBA in International Business, Ohio State University, 1992
Technical:
Internet Languages
ASP.NET, ASP, VBScript, JavaScript, HTML
Other Languages / Tools
Visual Basic, Visual SourceSafe, Internet Information Server
(IIS), Visio, Outlook, Lotus Notes,
Plumtree, Microsoft Office 97 / 2007
Databases / Database Tools
Oracle, MS SQL Server 8 / 2000, MS Access 97 / 2007, SQL, ADO,
ODBC, Cognos
Operating Systems
UNIX, DOS, Windows 3.x / 9x / Me / NT / 2000 / XP, Macintosh
Certifications
Michigan & Ohio Series 7 and 63
State life, accident and health insurance licenses
Variable Annuities
Awards:
Bravo Award, Visionary Business Systems
Communication and hard work that resulted in fixes that others were
not able to produce.
Beyond the Call Award, Visionary Business Systems
Long hours, excellent communication, and efficient solutions.